Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 14, 2019

SELL
N/A
-305,209 Closed
0 $0
Q3 2018

Nov 08, 2018

SELL
N/A
-21,712 Reduced 6.64%
305,209 $10.9 Million
Q2 2018

Aug 03, 2018

SELL
N/A
-48,011 Reduced 12.81%
326,921 $11.6 Million
Q1 2018

May 10, 2018

SELL
N/A
-48,605 Reduced 11.48%
374,932 $12.6 Million
Q4 2017

Feb 08, 2018

SELL
N/A
-44,119 Reduced 9.43%
423,537 $16.7 Million
Q3 2017

Nov 09, 2017

BUY
N/A
467,656
467,656 $20.8 Million
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.